Curi Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-378
| Closed | -$36K | – | 294 |
|
|
2022
Q2 | $36K | Hold |
378
| – | – | 0.01% | 253 |
|
|
2022
Q1 | $39K | Hold |
378
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $42K | Buy |
+378
| New | +$42K | 0.01% | 193 |
|
|
2021
Q1 | – | Sell |
-378
| Closed | -$44K | – | 178 |
|
|
2020
Q4 | $44K | Buy |
+378
| New | +$44K | 0.03% | 158 |
|